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For a quarter century, eMoney has delivered the industry’s leading full-spectrum planning solutions. Our platform is designed to streamline the financial planning process, whether your planning focus is goals-based, cash flow-based, or a mix of both.

During July, take advantage of one month free on the purchase of a new annual eMoney subscription or add-on product, including Premium Client Portal. 

Discover how eMoney can help maximize your value, streamline the financial planning process, and simplify your clients' financial lives.

eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC. Members NYSE, SIPC.

Fidelity Investments® (Fidelity) is an independent company, unaffiliated with the third-party providers listed. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1150035.1.0

TERMS OF PROMOTION: New and existing eMoney users are eligible to receive a one-month free discount on (i) the purchase of a new, annual subscription and/or add-on product, or (ii) the upgrade price from Plus to Pro or Premier, or from Pro to Premier (the “Discount"). The Discount cannot be combined with other promotional offers. The Discount only applies to the first year of the new subscription. After the first year, the Discount expires and the contract price will increase to eMoney's then current price. The Discount is only valid for subscription purchases made between July 1, 2025 and July 31, 2025. The Discount applies solely to an individual or firm purchase made under eMoney's standard retail pricing and is not available for purchases made as part of a larger home office or pursuant to institutional pricing. eMoney reserves the right to change or discontinue the Discount at its sole discretion, with or without notice.

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